Krilogy Financial’s Compass Minerals CMP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $347K | Sell |
17,265
-50,000
| -74% | -$1M | 0.02% | 229 |
|
2025
Q1 | $625K | Sell |
67,265
-30,000
| -31% | -$279K | 0.04% | 197 |
|
2024
Q4 | $1.09M | Sell |
97,265
-8,732
| -8% | -$98.2K | 0.07% | 159 |
|
2024
Q3 | $1.27M | Buy |
+105,997
| New | +$1.27M | 0.09% | 150 |
|
2024
Q1 | – | Sell |
-38,318
| Closed | -$970K | – | 222 |
|
2023
Q4 | $970K | Buy |
38,318
+6,599
| +21% | +$167K | 0.08% | 151 |
|
2023
Q3 | $887K | Sell |
31,719
-35,520
| -53% | -$993K | 0.08% | 150 |
|
2023
Q2 | $2.29M | Sell |
67,239
-11,242
| -14% | -$382K | 0.21% | 101 |
|
2023
Q1 | $2.69M | Buy |
78,481
+25,576
| +48% | +$877K | 0.23% | 88 |
|
2022
Q4 | $2.17M | Buy |
52,905
+23,722
| +81% | +$973K | 0.21% | 86 |
|
2022
Q3 | $1.12M | Buy |
29,183
+169
| +0.6% | +$6.51K | 0.13% | 103 |
|
2022
Q2 | $1.03M | Buy |
29,014
+8,929
| +44% | +$316K | 0.12% | 120 |
|
2022
Q1 | $1.26M | Buy |
20,085
+1,805
| +10% | +$113K | 0.13% | 110 |
|
2021
Q4 | $934K | Buy |
18,280
+854
| +5% | +$43.6K | 0.09% | 133 |
|
2021
Q3 | $1.12M | Buy |
17,426
+587
| +3% | +$37.8K | 0.11% | 124 |
|
2021
Q2 | $998K | Sell |
16,839
-264
| -2% | -$15.6K | 0.1% | 131 |
|
2021
Q1 | $1.07M | Buy |
17,103
+895
| +6% | +$56.2K | 0.11% | 117 |
|
2020
Q4 | $1M | Buy |
16,208
+677
| +4% | +$41.8K | 0.12% | 117 |
|
2020
Q3 | $922K | Buy |
15,531
+81
| +0.5% | +$4.81K | 0.13% | 109 |
|
2020
Q2 | $753K | Buy |
15,450
+1,563
| +11% | +$76.2K | 0.12% | 121 |
|
2020
Q1 | $534K | Buy |
13,887
+1,701
| +14% | +$65.4K | 0.1% | 115 |
|
2019
Q4 | $743K | Buy |
12,186
+47
| +0.4% | +$2.87K | 0.12% | 99 |
|
2019
Q3 | $686K | Buy |
12,139
+1,375
| +13% | +$77.7K | 0.12% | 90 |
|
2019
Q2 | $591K | Buy |
10,764
+1,246
| +13% | +$68.4K | 0.11% | 97 |
|
2019
Q1 | $517K | Buy |
+9,518
| New | +$517K | 0.11% | 99 |
|
2018
Q4 | – | Sell |
-100
| Closed | -$7K | – | 235 |
|
2018
Q3 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 570 |
|
2018
Q2 | – | Sell |
-100
| Closed | -$6K | – | 247 |
|
2018
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 578 |
|
2017
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 555 |
|
2017
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 627 |
|
2017
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 562 |
|
2017
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
2016
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
2016
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 561 |
|
2016
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 573 |
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 503 |
|
2015
Q4 | $8K | Hold |
100
| – | – | 0.01% | 271 |
|
2015
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 409 |
|